Legacy Advisory Services, LLC
Exton PA · SEC CIK 0002068847
$1.31亿2026Q1 申报市值
49持仓数
78.5%前十大占比 · 第一大 19.3%
15 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IQLT 新建仓+$412.41万
DYNF 新建仓+$397.00万
SHYM 新建仓+$177.26万
VBIL 新建仓+$172.85万
QUAL 加仓+$105.42万
2026Q1 卖出最多 按季末市值估算
MGC 减仓-$287.82万
SPTM 减仓-$217.57万
USMV 减仓-$180.59万
SHV 减仓-$174.81万
SPYM 减仓-$109.78万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -9,166 | -100.0% | -$91.22万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -642 | -100.0% | -$68.74万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1,845 | -100.0% | -$64.70万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,700 | -100.0% | -$61.39万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,715 | -100.0% | -$45.04万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -1,210 | -100.0% | -$38.09万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -12,270 | -100.0% | -$36.67万 | 清仓 |
| HYS | PIMCO ETF TR | $0 | 0.00% | 0 | -3,534 | -100.0% | -$33.51万 | 清仓 |
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,195 | -100.0% | -$27.34万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -2,047 | -100.0% | -$24.31万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,669 | -100.0% | -$24.11万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,175 | -100.0% | -$23.17万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -15,393 | -100.0% | -$22.07万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -875 | -100.0% | -$20.11万 | 清仓 |
| ARTY | ISHARES TR | $20.96万 | 0.16% | 4,506 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $21.69万 | 0.17% | 1,641 | -116 | -6.6% | -$1.53万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $23.86万 | 0.18% | 1,375 | 7 | 0.5% | $1,214 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $27.09万 | 0.21% | 30,028 | 30,028 | — | $27.09万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $28.06万 | 0.21% | 3,549 | -27,519 | -88.6% | -$217.57万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $31.04万 | 0.24% | 3,656 | -2,753 | -43.0% | -$23.38万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $31.17万 | 0.24% | 10,158 | 10,158 | — | $31.17万 | 新建仓 |
| ORCL | ORACLE CORP | $32.03万 | 0.24% | 2,177 | 2,177 | — | $32.03万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $32.32万 | 0.25% | 1,035 | 1,035 | — | $32.32万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.77万 | 0.25% | 8,661 | 783 | 9.9% | $2.96万 | 加仓 |
| VST | VISTRA CORP | $32.79万 | 0.25% | 2,181 | 2,181 | — | $32.79万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $33.00万 | 0.25% | 1,009 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $34.76万 | 0.27% | 8,960 | 8,960 | — | $34.76万 | 新建仓 |
| BOND | PIMCO ETF TR | $35.93万 | 0.27% | 3,893 | -2,193 | -36.0% | -$20.24万 | 减仓 |
| DIS | DISNEY WALT CO | $40.47万 | 0.31% | 4,199 | 2 | 0.0% | $193 | 加仓 |
| UNP | UNION PAC CORP | $40.83万 | 0.31% | 1,683 | 1,683 | — | $40.83万 | 新建仓 |
| MSFT | MICROSOFT CORP | $41.70万 | 0.32% | 1,126 | 1,126 | — | $41.70万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.72万 | 0.33% | 672 | -208 | -23.6% | -$13.53万 | 减仓 |
| ETN | EATON CORP PLC | $44.42万 | 0.34% | 1,242 | 12 | 1.0% | $4,292 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $45.77万 | 0.35% | 4,287 | -2,537 | -37.2% | -$27.09万 | 减仓 |
| MDT | MEDTRONIC PLC | $46.49万 | 0.35% | 5,365 | -651 | -10.8% | -$5.64万 | 减仓 |
| AAPL | APPLE INC | $47.30万 | 0.36% | 1,864 | 1,864 | — | $47.30万 | 新建仓 |
| AN | AUTONATION INC | $47.33万 | 0.36% | 2,424 | -610 | -20.1% | -$11.91万 | 减仓 |
| CROX | CROCS INC | $48.59万 | 0.37% | 5,853 | 1,812 | 44.8% | $15.04万 | 加仓 |
| TMUS | T-MOBILE US INC | $50.76万 | 0.39% | 2,417 | 11 | 0.5% | $2,310 | 加仓 |
| MRK | MERCK & CO INC | $52.40万 | 0.40% | 4,356 | 4,356 | — | $52.40万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $53.89万 | 0.41% | 3,090 | 3,090 | — | $53.89万 | 新建仓 |
| AVGO | BROADCOM INC | $56.55万 | 0.43% | 1,827 | -697 | -27.6% | -$21.58万 | 减仓 |
| SMMD | ISHARES TR | $57.90万 | 0.44% | 7,583 | 713 | 10.4% | $5.44万 | 加仓 |
| WMT | WALMART INC | $58.17万 | 0.44% | 4,681 | -976 | -17.3% | -$12.13万 | 减仓 |
| SHOP | SHOPIFY INC | $60.06万 | 0.46% | 5,063 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $61.80万 | 0.47% | 1,682 | 101 | 6.4% | $3.71万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $172.85万 | 1.32% | 22,849 | 22,849 | — | $172.85万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $177.26万 | 1.35% | 80,500 | 80,500 | — | $177.26万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $200.80万 | 1.53% | 8,496 | -12,178 | -58.9% | -$287.82万 | 减仓 |
| AOR | ISHARES TR | $220.19万 | 1.68% | 34,218 | 2,589 | 8.2% | $16.66万 | 加仓 |
| IWL | ISHARES TR | $234.72万 | 1.79% | 14,626 | 331 | 2.3% | $5.31万 | 加仓 |
| IOO | ISHARES TR | $241.50万 | 1.84% | 19,964 | 1,221 | 6.5% | $14.77万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $246.94万 | 1.89% | 13,865 | 3,080 | 28.6% | $54.86万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $397.00万 | 3.03% | 68,237 | 68,237 | — | $397.00万 | 新建仓 |
| IQLT | ISHARES TR | $412.41万 | 3.15% | 89,208 | 89,208 | — | $412.41万 | 新建仓 |
| IWM | ISHARES TR | $427.65万 | 3.26% | 17,244 | 820 | 5.0% | $20.34万 | 加仓 |
| IVV | ISHARES TR | $564.77万 | 4.31% | 8,646 | 153 | 1.8% | $9.99万 | 加仓 |
| IWX | ISHARES TR | $582.81万 | 4.45% | 62,891 | -4,933 | -7.3% | -$45.71万 | 减仓 |
| QUAL | ISHARES TR | $857.66万 | 6.55% | 44,714 | 5,496 | 14.0% | $105.42万 | 加仓 |
| USMV | ISHARES TR | $1,025.21万 | 7.83% | 110,547 | -19,473 | -15.0% | -$180.59万 | 减仓 |
| SGOV | ISHARES TR | $1,662.89万 | 12.70% | 165,198 | -882 | -0.5% | -$8.88万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,833.33万 | 14.00% | 239,526 | -14,343 | -5.6% | -$109.78万 | 减仓 |
| SHV | ISHARES TR | $2,524.59万 | 19.27% | 228,697 | -15,836 | -6.5% | -$174.81万 | 减仓 |